Category Archives: Cocktail Investing Podcast

EP 84. September quarter earnings – we told you so and now hear what’s next.

EP 84. September quarter earnings – we told you so and now hear what’s next.

    During August and September, Tematica’s resident mixologists, Lenore Hawkins and Chris Versace, shared their views and convictions surrounding the risks to be ha with the current September quarter earnings season and corporate guidance. As we’ve seen in the last few weeks, those concerns were well founded. In this episode of the Cocktail Investing […]

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A Thematic Review of the September Retail Sales Report – Cocktail Investing Podcast

A Thematic Review of the September Retail Sales Report – Cocktail Investing Podcast

  On this week’s podcast, Tematica’s mixologists, Lenore Hawkins and Chris Versace, take a thematic deep dive on the September Retail Sales Report. With the consumer directly or indirectly accounting for nearly two-thirds of the domestic economy and the average consumer spending 31% of his or her paycheck on retails goods, this monthly report is […]

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Shifts in Investor Sentiment Lead to Big Pain in the Markets

Shifts in Investor Sentiment Lead to Big Pain in the Markets

The recent shifts in investor sentiment that led to some big pain this week in the US stock market are the key focus for this week’s episode of the Cocktail Investing Podcast. Hosts Chris Versace and Lenore Hawkins trace the impetus for the recent moves back to the data and comments they shared several weeks ago with listeners of the podcast and in their Tematica Research writings.

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Lithium Ion Batteries: the Enabler of the Digital Lifestyle

Lithium Ion Batteries: the Enabler of the Digital Lifestyle

Lithium batteries are one of the key enablers for mobility as part of our Digital Lifestyle investing theme. Joining the podcast this week is Bill Davidson, the Chief Operating Officer of AMIONX. Bill brings some context and perspective to the conversation, including the industry’s growth drivers, potential hiccups and the importance of improving the safety of lithium ion battery technology.

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Poshmark, a Disruptive Innovator for Your Closet

Poshmark, a Disruptive Innovator for Your Closet

While technically Poshmark is a digital marketplace where people from the United States can buy and sell new or used clothing, shoes and accessories, the reality is it’s a community based social media platform that matches buyers and sellers of personal clothing. If that sounds like a company at the intersection of our Disruptive Innovators, Digital Lifestyle, Middle-Class Squeeze and Living the Life investing themes, we could not agree more.

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